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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,696 | $72,465-65.9% | $67,575-63.5% | $145,884-83.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.20% | 7222.56%-7213.4pp | 3528.98%-3519.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,226 | $3,074+37.5% | $2,736+54.5% | $4,662-9.4% |
| Participant deferral / active EE | $4,712 | $4,786-1.5% | $4,003+17.7% | $6,690-29.6% |
| Admin fee / account holder | $5,095 | $5,515-7.6% | $3,993+27.6% | $13,392-62.0% |